Filed June 14, 2006 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $577,927 |
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $374,530 |
THE BANK OF NEW YORK MELLON9+ years Filed as: U.S BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $263,922 |
ARISTOTLE CAPITAL MANAGEMENT4 years Service code 51 · EIN 95-4833644 | Investment Mgmt Fees | $152,928 |
POLEN CAPITAL4 years Filed as: POLEN CAPITAL MANAGEMENT Service code 51 · EIN 26-0319356 | Investment Mgmt Fees | $150,027 |
Service code 51 · EIN 75-3269118 | Investment Mgmt Fees | $95,837 |
MERGANSER CAPITAL MANAGEMENT4 years Filed as: MERGANSER CAPITAL MANAGEMENT LLC Service code 51 · EIN 46-3651540 | Investment Mgmt Fees | $37,156 |
PAYDEN & RYGEL4 years Service code 51 · EIN 95-3921788 | Investment Mgmt Fees | $33,307 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $250,986-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.6%-50.6pp | 2.2%-2.2pp |
| Annual return | 14.86% | 9.71%+5.2pp | 32.30%-17.4pp | 9.11%+5.8pp |
| Employer contribution / active EE | $0 | $7,317-100.0% | $33,955-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |